Examples

Example 1: Preparing for a Client Discovery Call

You are the principal, and you have a discovery call with a prospective software client at 2:00 pm. Nobody else from your agency is on the invite.

Step 1: The brief arrives. At about 1:15 pm the assistant posts a brief in the principal's meeting channel, and emails it to you if your meeting prep notifications are on. The card starts with the attendees and the join link, then a short summary.

• Prior Interactions: The contact came in through a web form three weeks ago. There have been two email exchanges and no proposal yet.
• Meeting Objectives: Learn their current content volume, find the gap behind this call, and get a read on timeline and budget authority.
• Key Questions to Ask: Who signs off on a vendor? What does success look like after six months?
• Talking Points to Land: Your track record with software clients at a similar stage, and how you keep brand voice consistent across writers.
• Items to Confirm: Who the internal champion is, and whether strategy is in scope or only production.

Step 2: You take the call. You use the brief during the meeting. Nothing needs approving.

Example 2: Report and Action Items

The call has ended and your meeting service has finished the transcript.

Step 1: The report arrives. The assistant posts a report card with a summary, the narrative, Key Decisions, Next Steps and Action Items. For example:

Key Decisions: The client wants strategy plus production. The proposal will cover three tiers.

Action Items: Send the proposal draft by Friday | Share two case studies | Client to get legal to review the standard agreement

Step 2: You tick two boxes. You tick the first two items, which are yours. A task for each is created in your task tool, and Slack confirms with a message only you can see. You leave the client's item unticked.

Step 3: You change your mind. You untick a box and the task is deleted.

Example 3: Approving a Follow-Up Draft

The same call, with you as the only person from your agency and one external attendee.

Step 1: The card arrives. The report already wrote a follow-up draft. A card appears in the principal's private Slack messages with the recipient, the subject and a preview of the draft. The draft is not yet in Gmail.

Step 2: You ask for a change. The draft is close, but too formal. You open the Redraft window, type "shorter and warmer" and choose Regenerate. A new draft replaces it on the card.

Step 3: You approve. You click Approve. The draft is written to Gmail Drafts and the card shows an Open Draft link.

Step 4: You send it. You open the draft in Gmail, check it and send it yourself.

Example 4: A Call Your Meeting Service Missed

Your notetaker was not on a call.

Step 1: Submit it. On the Meetings page you choose Submit a Transcript, add a title, paste the notes and submit.

Step 2: The summary arrives. The assistant extracts the action items and posts a summary card to the Principal Assistant's channel. The meeting is listed on the Meeting Intel page.

Step 3: No drafts. A submitted transcript does not produce follow-up drafts. Write that email yourself.